401(k) · DOL Form 5500 · 2023

Hawkins, Delafield & Wood, LLP 401(k) Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
109
Participants Small participant base
91st
Percentile by assets National rank
$904,553
Avg per participant High balance/head
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Official DOL plan name: Hd&w Retirement Plan · Sponsored by Hawkins, Delafield & Wood, LLP · New York · Professional & Technical Services

$99M in assets, 109 participants

Hawkins, Delafield & Wood, LLP's Hd&w Retirement Plan reported $99M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,770 in Professional & Technical Services (20,321 peers)

Coverage in New York

Hd&w Retirement Plan covers 109 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $99M.

#18,770
in Professional & Technical Services (20,321 peers)
+6.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Hd&w Retirement Plan's outsized position by total assets

Hd&w Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$98,596,289 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Hd&w Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hd&w Retirement Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hd&w Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Hd&w Retirement Plan end-of-year assets rose from $93M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • Hd&w Retirement Plan reported participants fell from 113 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 135513990 · Hawkins, Delafield & Wood, LLP PY 2023 · 401(k)

Hd&w Retirement Plan · $99M · 109 · 91st

  • BOY $99M
  • SCH 109
  • EBSA 91st
  • PART 401(k)
  • TYPE near Berkeley College Retirement Plan
  • NET ind #18770

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in New York →

Hd&w Retirement Plan in the asset neighbourhood

Hhs Human Capital, Inc. 401(k) PlanHhs Human Capital, Inc. 401(…$99MThe First National Bank in Sioux Falls Employees Profit Sharing PlanThe First National Bank in S…$99MHd&w Retirement Plan$99MBerkeley College Retirement PlanBerkeley College Retirement …$99MCalifornia Credit Union 401(k) PlanCalifornia Credit Union 401(…$99M
End-of-year total assets ($M) among Hd&w Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$98M
Net Income$6M
Employer EIN135513990
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawkins, Delafield & Wood, LLP)

Sponsor-wide plan assets over time

All Hawkins, Delafield & Wood, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$107M 15.18333085563298% vs 2022
2024 filing year
$90M$95M$100M$105M$110M 202220232024 $92.6M $107M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 113 $93M
2023 1 109 $99M
2024 1 101 $107M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hd&w Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hd&w Retirement Plan, Total assets ($B): 0.098596289 · Participants: 109Hd&w Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Hd&w Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hd&w Retirement Plan side-by-side with 3 peers →

Hd&w Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Berkeley College Retirement Plan in NJ ($99M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hd&w Retirement Plan assets move in 2023? ▼
Hd&w Retirement Plan grew at a solid clip - up 6.5% during 2023, from $93M to $99M. Reported net income was $6M.
How have Hawkins, Delafield & Wood, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawkins, Delafield & Wood, LLP's sponsor-wide assets grew 15.2%, from $93M to $107M.
Where does Hd&w Retirement Plan rank by assets among Form 5500 filers? ▼
Hd&w Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hd&w Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Berkeley College Retirement Plan in NJ ($99M, 486 participants).
Which 401(k) plans cover a similar participant headcount to Hd&w Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 135513990.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.